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Technology Stocks : EDS - Recent pullback a buy opportunity??? -- Ignore unavailable to you. Want to Upgrade?

To: Daniel G. DeBusschere who wrote (1679)	12/6/2000 1:17:11 PM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 1841

This event looks good - it validates EDS sound business model for the new economy: (from online Information Week 12/6/00) ** Reversal Of Fortunes: Dot-Coms Looking More To Old-Line Outsourcers? Picking up where the pure-play E-services market is leaving off, EDS on Tuesday won a $100 million contract to provide E-business integration for SeeBeyond Technology Corp. and its customers. EDS will design and deploy a portal for employees of SeeBeyond, an E-business-integration software developer. The portal is essentially an exchange site that will let SeeBeyond employees worldwide recruit, manage human resources, and administer benefits. Beginning next year, EDS's E.solutions will also provide the majority of implementation and product-training services for people buying SeeBeyond's e*Xchange eBusiness Integration apps. SeeBeyond's choice of an old-line outsourcer like EDS could become more common. Recent weak performances by pure-play E-service firms such as Answerthink, Scient, and Razorfish could ultimately cause companies to better use their own IS staff, outsourcing only peripheral functions, says Karl Keirstead, an analyst with Lehman Brothers. Such a trend, he says, would favor large outsourcing firms such as EDS and Computer Sciences Corp., which are seen as low-risk service partners. - Larry Greenemeier